Reliance Industries Ltd. (RIL) ne 2026 ki shuruaat ek badi market valuation hit ke saath ki hai, jismein uske shares 6% se zyada gir gaye hain aur lagbhag $15 billion ka nuksaan hua hai. Yeh tezi se hui giravat investor ki chintaon ke karan hai, jo ki retail sector mein kami aur India dwara Russian oil ki kharidari par badhte US pressure se judi hain. Conglomerate ki upcoming quarterly earnings, jo ki 16 January ko hone wali hain, ab is giravat ko rokne ke liye mahatvapurn hai.
Retail Outlook Concerns
Is hafte RIL ke stock par dabav aur badh gaya hai. India ke kai bade retailers ne ummeed se kam consumer demand report ki hai, jisse yeh dar paida ho raha hai ki Reliance, jo ki is sector mein ek pramukh player hai, bhi aise hi slowdown ka samna kar sakta hai. Discretionary kharch mein kami ek badi chinta hai.
Geopolitical Headwinds
US Senator Lindsey Graham dwara Russian oil kharidne wale deshon ko target karne wale kanoon ke prastav ne bhi sentiment ko aur bigada hai. Is development ke karan RIL ke shares mein hafte bhar mein 7% se zyada ki giravat aayi hai, jo 15 mahine se zyada samay mein sabse badi giraavat hai.
Analyst Outlook Remains Bullish
Hal ki yeh selloff Reliance shares mein 2025 mein aaye lagbhag 30% rally ke viprit hai, jo ki Jio Platforms Ltd. ke potential IPO ki specualtion se chalaya gaya tha. Goldman Sachs Group Inc. ke analysts ko discretionary kharch mein kami ke karan RIL ke retail segment mein dhimi growth ki ummeed hai, lekin unhe energy business se iska counterbalance milne ki bhi asha hai. Unhone note kiya ki Russian crude se refining exposure aur peers ke beech softer retail growth ki chintaon ne giravat mein yogdan diya hoga. Russian crude volumes mein potential moderation ke bawajood, tight product markets se 2027 tak refining margins ko support milne ki ummeed hai.
Hal ki recent volatility ke bawajood, Reliance Industries ko analysts ka mazboot samarthan mil raha hai. Filhal,tis